Special Circumstances

Unlike many financial advisors, we are experienced in helping you with, unusual situations.

Over the past 40 years, we have applied our creative talent and world-wide connections to find answers to problems that can’t be solved with traditional thinking, or “off-the-shelf” products and services. We have experience in crafting specialized insurance and investment solutions that help high-net-worth individuals and families deal with issues relating to investment, estate, retirement, and generational planning. Whenever a health, family-related, other personal issue carries financial implications, it is our goal to give you confidence and peace of mind.

Investments offered through representatives of Lincoln Financial Securities Corporation, Member SIPC (http://www.sipc.org) to residents of CA, CO, CT, FL, MA, ME, NC, NH, NY, PA, SC, VA & VT. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. Advisory services offered through Kaleel Investment Advisors, LLC, a Massachusetts registered Investment advisor. Lincoln Financial Securities and Kaleel Investment Advisors, LLC are not affiliated.